Bulk approve engagements and payments

Bulk Approve Engagements

Step 1: Click "Bulk Approve Engagements" from the main menu

Step 2: Review and select the engagements to be approved

Step 3: Press the "Approve with Pre-approval" button to approve the selected engagement with pre-approval of payment transactions granted

Or press the "Approve without Pre-approval" button to approve the selected engagement without granting the pre-approval of payment transactions

Step 4: Read the message and press "OK" to continue or "Cancel" to discard the bulk approval

Bulk Approve Payment Transactions

Step 1: Click "Bulk Approve Payment Transactions" from the main menu

Step 2: Review and select the payment transactions to be approved

Step 3: Press the "Approve" button to approve the selected payment transactions

Step 4: Press "OK" to continue or "Cancel" to discard the bulk approval

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